Eaton Vance National Municipal Opportunities Trust
EOT
39 hedge funds and large institutions have $36.2M invested in Eaton Vance National Municipal Opportunities Trust in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
5% more funds holding
Funds holding: 37 → 39 (+2)
0.33% less ownership
Funds ownership: 11.82% → 11.49% (-0.33%)
10% less capital invested
Capital invested by funds: $40.4M → $36.2M (-$4.22M)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$450K |
| 2 |
SG Americas Securities
New York
|
+$333K |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$224K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$133K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$871K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$439K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$275K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$208K |
| 5 |
Morgan Stanley
New York
|
-$204K |
EOT Hedge Fund Activity: Q1 2018 in Review
39 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance National Municipal Opportunities Trust (EOT) for Q1 2018, worth a combined $36.2M — down 10% from $40.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EOT positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 12 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $450K. The largest seller was Bank of America, cutting an estimated $871K.
- 39 institutional investors held Eaton Vance National Municipal Opportunities Trust (EOT) as of Q1 2018, up from 37 in Q4 2017.
- Funds reported $36.2M of Eaton Vance National Municipal Opportunities Trust stock for Q1 2018, down 10% quarter-over-quarter.
- 6 funds opened new Eaton Vance National Municipal Opportunities Trust positions in Q1 2018 and 4 closed out, a net change of +2 holders.
- The largest Eaton Vance National Municipal Opportunities Trust buyer in Q1 2018 was United Capital Financial Advisors, an estimated $450K added.
- The largest Eaton Vance National Municipal Opportunities Trust seller in Q1 2018 was Bank of America, an estimated $871K sold.
Based on aggregated 13F filings for Q1 2018.